Trust & Estates Paralegal

job
  • Trustpoint.One
Job Summary
Location
Baltimore ,MD 21276
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
01 Feb 2025
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Job Description

Trustpoint.One is assisting an Am-100 law firm in seeking a Trust & Estates Paralegal to join their offices in either Baltimore or Towson on a direct-hire opportunity. This role is hybrid and will require 3 days in the office.


Responsibilities of the Trust & Estates Paralegal:

  • Draft, edit, and review probate and estate administration documents including petitions for probate, inventories, accountings, and tax returns
  • Trust administration duties including accountings and filing fiduciary income tax returns
  • Interact with a wide variety of clients in person, on the phone, via email, and video conferencing
  • Gather information regarding the assets and debts of an estate and/or trust
  • Assemble and organize financial records for estate tax returns and audits
  • Prepare, edit, and review estate tax returns
  • Prepare accountings and settlement papers for both informal and formal settlement of estates and trusts


Qualifications of the Trust & Estates Paralegal:

  • 5+ years of experience as a trust and estate paralegal and familiarity with fiduciary accountings and tax preparation
  • MD notary license is preferred
  • Effective interpersonal, written, and oral communication skills to work on case teams
  • Excellent discipline and organizational, planning, analytical, and troubleshooting skills
  • Ability to multitask and successfully manage a variety of demands daily from a variety of sources
  • Strong attention to detail


This is a great opportunity for anyone looking to gain experience in an Am-100 firm that prioritizes employee development. Interested and qualified candidates should apply using their updated resume.





Trustpoint.One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training

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